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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Working in the health sector, I'm not really worried about an ebola pandemic. Probability of a major world wide epidemic are fairly low. However, I'd like to start watching a few companies in case it actually become pandemic. I must admit I'm a little clueless about what to look for. Any thoughts on that ? could you recommend some names ? I'd like to avoid small biotech.
Read Answer Asked by Olivier on October 15, 2014
Q: Hi Peter and 5iResearch team,
Can you please advise regarding the security of a purchase in ishares gold trust, IGT or SPRD Gold Trust, GLD relative to purchase of gold bullion itself. Do you think its a good time to purchase at these valuations primarily as a form of insurance. Also, do you think the recent increase in OPEC oil supply (and corresponding cheap selling in asian markets) in response to US production will continue longer term. Or is this a good buying opportunity?
Read Answer Asked by Linda on October 15, 2014
Q: Inflation or deflation. I read in the book (Fear Greed and the end of the rainbow) a few years ago that if we get in a deflationary environment the last place you want to be is in the stock market. I am getting concerned that deflation is taking over. As the world ever been in a deflationary scenario? Your wisdom please. Thanks.
Read Answer Asked by Helen on October 15, 2014
Q: Hi Peter and 5iResearch Team,
I know that you have concerns regarding the management team of Crescent Point, CPG. However, I am wondering how is it positioned relative to the other Companies, such as CNQ, TOU, etc., with respect to recent declines in oil price, its US oil and gas reserves, etc.. I'm kicking myself today, as I bought a small position yesterday… I always ask you first before I buy…and I didn't!
Thank you. Linda
Read Answer Asked by Linda on October 15, 2014
Q: This micro-cap is a very small part of my speculative holdings. Although not profitable, it has been suggested as a possible buy-out target for its technology. Over the recent market volatility it has held its share price. There also seem to be regular block trades possibly indicating some institutional interest. For example, this morning 100,000 at the open and 150,000 later on. The share price even ticked up a penny. I'm at a break even point and am wondering if it is worth holding.
Read Answer Asked by David on October 15, 2014
Q: Hi 5i Team, With this correction what best 5 growth stocks would you consider adding to a TFSA for the long term?

Thank you,

Pat.
Read Answer Asked by Patrick on October 15, 2014
Q: I'm short on consumer staples. Does ECI fit? I told myself I wouldn't buy anything you ranked lower than B+, but I am a dividend investor and retired.
To whoever asked; yes, I supported Peter. another great thing about 5i
Donating stocks to charity, aside from the direct benefits to me and the charity, seems like a sensible way to rebalance, given that I'd be making the donation anyway.
Your overblown corrections post is excellent. Thank you!
Read Answer Asked by M.S. on October 15, 2014
Q: Pipeline stocks have been hammered with the rest of the energy space. Is their business model threatened by lower commodity prices or do they remain the steady cash-flow generators they have always been. I thought this would be a great place to hide but, apparently, not.
IPL has gone down the most but they recently cut the discount on their DRIP and discontinued their premium DRIP. Doesn't that indicate they don't need the money and are in solid shape. Finally, is it their European division that is giving investors more to worry about?
Thanks.
Steven
Read Answer Asked by Steven on October 15, 2014
Q: Hi,

Due to the recent capitulation in small cap stocks, I am concerned about DEE and QST which have been cut in half. My average price on DEE is 4.25 and that on QST is 4.35. Unfortunately, I have more than the required portfolio weight in these two stocks and I am not able to double up because of the already high weighting. What do you suggest and what impact woould the next one or two years have on these two stocks.
Read Answer Asked by Imtiaz on October 15, 2014
Q: Hello Peter
I an quite concerned that Ebola will sweep around much of the world eventually no matter how hard we fight it and that being the case Ebola may be a disaster for life insurance companies having to prematurely pay out on life policies. Should we sell our Sun Life SLF and Great West GWO [currently almost a break-even for us if we do]?
Thanks....... Paul K
Read Answer Asked by Paul on October 15, 2014
Q: I am overweighted in the Canadian energy sector and have been caught in the current downtrend. Should I sell some stocks;
BTE,CPG,ENB,VET,WCP and re purchase them at a later date if you think this correction could last several months longer.
Is it better to take a 10-18 % loss now and re-buy the same stocks at a cheaper price. I should have been more diversified!
Thanks for your help.
Read Answer Asked by Oleh on October 15, 2014
Q: With the acquisition of Westar Oilfield Rentals Inc. ("Westar").
how will this affect not only the stock price through dilution and the forward momentum of Enterprise?
"The final purchase price for the acquisition will be $13.5 million, which represents approximately a 3.3 multiple of Westar's EBITDA for the twelve-month period ended August 31, 2014. The purchase price will be satisfied through a combination of $10.0 million in cash, $2.0 million in Enterprise shares (2.5 million shares at a price of $.80 per share), and $1.5 million in vendor take-back financing, which will be paid over the next two years"
Quote from news release.
Thank you for the great work you provide
Henry





Read Answer Asked by Henry on October 15, 2014
Q: You mentioned Suncor's dividend is "fairly" safe in a previous answer. In general, are oil and gas dividends likely to be lowered in this market and do companies with DRIPs have a better chance of sustaining the payments.
I am ready to dip into some energy names with rising yields *by the hour!) but their reliability is obviously very important.
Thanks.
Steven
Read Answer Asked by Steven on October 15, 2014
Q: Hi Team. This is a follow up to Carl's question and your answer. "Is it time to start picking away at good stocks?" and you answer "the smart money should start picking at good stocks". I have had TD for at least 10 years. My Financials weighting with BNS and others from your PFs was about 17% 2 months ago. By good stocks do you mean even the ones "in the red" in my PFs or "in the green" because with your guidance I know they are ALL good stocks. I have BNS in 2 PFs and one of them has really gone down due to when I bought. The other down (in the red) but not as much. Thankyou for your on going "KEEP CALM AND CARRY ON" guidance
Read Answer Asked by El-ann on October 15, 2014
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